James began his career in finance over 15 years ago having graduated with a BSc (Hons) in Economics and Finance. He’s been providing advice to High Net Worth (HNW) individuals and businesses since 2005. He specialises in the provision of personally tailored, goals-based financial advice and his aim is to unburden private individuals, trustees and businesses from the complexities of managing their protection, investment planning and wider financial planning needs. James is committed to building long-term relationships with clients which ensures that any plans put in place remain effective in the future, no matter how circumstances change. His philosophy is based on the core values of transparency, honestly and integrity.
James has been advising me for a number of years now and I am extremely grateful for his honest and sincere guidance. I am a firm believer that the key to a strong relationship is trust, and unquestionably I trust James. He is not only an excellent finance adviser, but more importantly, a wonderful friend.Ben Lewis
I am a client of James's and he has continually impressed me with his expertise and attention to detail. Unlike other financial planners I have come across I never feel like James is selling me anything. Instead he listens to my needs and provides me with a selection of potential solutions which we go through so I can make the best decision possible.David Finnerty
James is an impeccable individual with tremendous insights into his clients’ requirements relating to investing and wealth creation. His patience and understanding of his clients’ needs on their current and future state is a great attribution to him. James is very focused on delivering structured advice for his clients. His thought leadership and advocacy to bringing his clients together at various forums is a testament of his continued drive towards building his practice. I have personally had the pleasure of working with James, including being a client of his, and will continue to be so in the next 20 years. James would be a welcome asset to any Wealth Management practice he joins.Manoj Mistry
James always offers good options that fit my situation, based on good knowledge and it's always presented in a calm and pleasant discussion - no hard sell. And in three years so far my investments have reliably performed very well, and often impressively. I've been with several financial advisers and companies over the years, the service and performance with James is a step change.Tim Goatcher